Solutions
Run listings and deals the same way every time
Checklists, Routines, and calendar-driven execution so listing prep, under contract, and close steps do not depend on memory.
The challenge
Every file feels custom — but the steps are not. Missed inspection reminders and inconsistent listing launch cost you time, stress, and client confidence.
How SAM helps
Capabilities mapped to features in the platform — explore each for deeper detail.
Checklist libraries
Repeatable listing, transaction, and project checklists on every record.
Feature detail →Routines on milestones
Key dates trigger emails, tasks, and checklist instances.
Feature detail →Properties & transactions
RE-native hub for listing through close.
Feature detail →Calendar sync
Activities move when contract dates change.
Feature detail →
Standard under-contract process
Transaction record created. Checklist assigns inspection, appraisal, and repair negotiation tasks. Routines fire client update emails at each milestone. When closing date slips, calendar and Routine schedules recalculate automatically.
TC-friendly
Coordinators work inside the same record as agents.
C.O.R.E. alignment
Operations pillar maps directly to listing-to-close workflows.
Less firefighting
Past-due dashboard widgets surface problems before clients call.
Related features & integrations
Integrations
FAQ
SAM includes a Workflow Viewer for visual workflow maps on accounts where it is enabled. Routines and checklists are the primary operational tools for most teams.
Related answers: Real Estate Automation
See if SAM fits operational consistency
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